Storeworkers Retirement Plan
Sponsored by Local 1102 Storeworkers Retirement Plan · EIN 136415958 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dahab Associates Inc CRD 108356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 1102 Rwdsu | Other services, Direct payment from the plan | $122,766 |
| C.S. Mckee | Investment management, Investment management fees (direct), Soft dollars commissions | $88,720 |
| Local 1102 Retirement Trust | Other services, Direct payment from the plan | $49,440 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $28,375 |
| Dahab Associates | Investment management, Investment management fees (direct) | $22,500 |
| First Actuarial Consulting, Inc. | Actuarial, Direct payment from the plan | $17,500 |
| Rothman, Rocco, Laruffa, Llp | Legal, Direct payment from the plan | $13,820 |